Thoughts from the Road: The Middle East (KKR)
Learn about the latest trip of Henry H. McVey, Head of Global Macro & Asset Allocation, CIO of KKR’s Balance…
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Extra Credit: Why Auto Credit May Be the Canary in the Coal Mine (Mawer IM)
Credit markets today reflect a level of calm that feels increasingly out of sync with reality. Investment grade…
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Active Fixed Income Q4 2025: Caught in the Crosswinds (Vanguard)
While tariffs will still have an effect, positive growth drivers should help the economy over the coming quarters.
Global Investment Views - November 2025 (Amundi)
The GIV elaborates on Amundi's latest views, convictions and outlook of their Global CIOs, Investment Platforms…
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Explore some of the best analysis we read in October...